See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,852 | $160,055-53.2% | $140,016-46.5% | $135,375-44.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.46% | 911.38%-921.8pp | 651.12%-661.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $5,198 | $6,420-19.0% | $5,606-7.3% | $4,779+8.8% |
| Participant deferral / active EE | $7,564 | $7,642-1.0% | $6,927+9.2% | $5,609+34.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |